1月21日，AI主线强势回归，截至14:20，科创人工智能ETF汇添富(589560)放量上涨3.00%， 反包前两日跌幅！ | 序号 | 代码 | 名称 | 申万一级行业 | 涨跌幅 | 估買板車 ▼ | | --- | --- | --- | --- | --- | --- | | 1 | 688521 | 芯原股份 | 电子 | 4.60% | 11.11% | | 2 | 688008 | 澜起科技 | 电子 | 10.92% | 9.99% | | 3 | 688111 | 金山办公 | 计算机 | -0.39% | 9.43% | | 4 | ୧୫୫25୧ | 寒武纪-U | 电子 | 1.11% | 8.34% | | ਦੇ | 688169 | 石头科技 | 家用电器 | 0.41% | 5.12% | | 6 | 688099 | 脂膏胺役 | 曲子 | 1.65% | 4.99% | | 7 | 688568 | 中科营图 | 计算机 | -1.78% | 4.90% | | 8 | ୧୫8382 | 复旦微电 | 电子 | 1.98% | 4.89% | | 9 | 688608 | 恒 ...

数据显示，截至2025年12月31日，中证人工智能主题指数(930713)前十大权重股分别为中际旭创、新易 盛、寒武纪、澜起科技、中科曙光、科大讯飞、海康威视、豪威集团、金山办公、浪潮信息，前十大权 重股合计占比58.08%。 AI人工智能ETF(512930)，场外联接(平安中证人工智能主题ETF发起式联接A：023384；平安中证人工 智能主题ETF发起式联接C：023385；平安中证人工智能主题ETF发起式联接E：024610)。 风险提示：基金有风险，投资需谨慎。基金管理人承诺以诚实信用、勤勉尽责的原则管理和运用基金资 产，但不保证本基金一定盈利，也不保证最低收益。基金管理人提醒投资人基金投资的"买者自负"原 则，在做出投资决策后，基金运营状况与基金净值变化引致的投资风险，由投资人自行负担。基金的过 往业绩及其净值高低并不预示其未来业绩表现，基金管理人管理的其他基金的业绩不构成对本基金业绩 表现的保证。投资人购买基金，既可能按其持有份额分享基金投资所产生的收益，也可能承担基金投资 所带来的损失。投资人应当认真阅读《基金合同》《招募说明书》等基金法律文件，全面认识本基金的 风险收益特征和产品特性，并根据 ...

金山办公(688111.SH)是国内领先的办公软件产品和服务提供商，2019年在上海证券交易所上市，是中国"硬科技"代表性企业。秉持"技术立业"和"用户第 一"理念，公司为全球220多个国家和地区的用户提供办公服务，旗下核心产品包括WPS Office、WPS365、WPS AI等，凭借深厚的技术积累与场景化创新， 成为推动各行业数字化转型的重要力量。 WPS365智慧教育平台的规模化落地，为高校数字化转型带来显著成效，成为AI赋能教育产业的标杆案例。 在效率提升方面，平台通过统一协作与自动化工具，大幅减少师生重复性工作：高校组织活动时，5分钟可生成全流程方案，10分钟完成社会实践简报，提 案收集与统计、档案转递等工作效率提升80%以上；AI工具让学生文献处理、简历制作、信息查询等效率实现数倍增长，学习与办事成本显著降低。平台破 解了教育数字化"信息碎片化、服务被动化、操作断层化"三大痛点。南京邮电大学"校园大脑"覆盖3万师生、60个二级学院，汇聚4000多万条有效信息，30 秒内响应学生转专业咨询、毕业条件查询等需求；AI助手24小时在线服务，让师生无需等待即可获取精准答案，校园服务更便捷、更暖心。 面对高 ...

Market Overview - The Shanghai Composite Index rose by 0.29% on January 19, with 23 out of the 28 sectors experiencing gains, led by the basic chemical and petroleum sectors, which increased by 2.70% and 2.08% respectively [1] - The computer and communication sectors faced the largest declines, with decreases of 1.55% and 0.96% respectively, with the computer sector being the worst performer of the day [1] Capital Flow Analysis - The main capital flow showed a net outflow of 35.714 billion yuan across the two markets, with 13 sectors seeing net inflows [1] - The power equipment sector had the highest net inflow, totaling 7.597 billion yuan, followed by the basic chemical sector with a net inflow of 1.331 billion yuan [1] Computer Sector Performance - The computer sector experienced a decline of 1.55%, with a total net outflow of 10.750 billion yuan [2] - Out of 336 stocks in the computer sector, 96 stocks rose while 231 stocks fell, including one stock that hit the daily limit down [2] - Notably, the top three stocks with the highest net inflow were Unisplendour (5.23 billion yuan), Zhongke Shuguang (2.78 billion yuan), and Langxin Technology (1.17 billion yuan) [2] Top Gainers in Computer Sector - The top gainers in the computer sector included: - Unisplendour: +2.77% with a turnover rate of 5.33% and a net inflow of 522.89 million yuan - Zhongke Shuguang: +0.81% with a turnover rate of 3.60% and a net inflow of 278.39 million yuan - Langxin Technology: +7.36% with a turnover rate of 7.91% and a net inflow of 117.38 million yuan [2] Top Losers in Computer Sector - The top losers in the computer sector included: - Yanshan Technology: -9.93% with a turnover rate of 29.87% and a net outflow of 1.002 billion yuan - Keda Xunfei: -4.16% with a turnover rate of 6.81% and a net outflow of 715.66 million yuan - Inspur Information: -3.36% with a turnover rate of 4.64% and a net outflow of 584.89 million yuan [3]

Investment Rating - The report maintains an "Overweight" rating for the computer sector [4]. Core Insights - In January, Qianwen App achieved over 100 million monthly active users (MAU) and fully integrated with Alibaba's ecosystem to create a "Super Agent" [3][4]. - Alibaba Cloud is significantly increasing its investment in AI infrastructure, aiming to capture 80% of the incremental AI cloud market in China by 2026 [4]. - The brain-computer interface (BCI) industry is experiencing dual drives from policy and capital, with a focus on medical applications and ambitious targets set for 2027 and 2030 [4]. - AI4S is benefiting from policy support, with significant potential for applications in pharmaceuticals and new materials, as well as global innovation in AI applications [4]. Summary by Sections Qianwen App and AI Assistant - Qianwen App's MAU surpassed 100 million within two months of launch, integrating over 400 new features and becoming the first AI assistant to achieve a full-service chain from "search-decision-payment-fulfillment" [4]. Alibaba Cloud Investment - Alibaba Cloud plans to invest over 380 billion yuan in AI infrastructure over the next three years, with a goal to dominate the AI cloud market in China by 2026 [4]. Brain-Computer Interface Industry - The Shanghai government has issued a plan for BCI development, targeting high-quality "brain control" by 2027 and establishing a global innovation hub by 2030 [4]. - Zhejiang Qiang Brain Technology recently raised approximately 2 billion yuan for R&D and production, focusing on non-invasive technologies for rehabilitation [4]. AI4S Policy Support - The Chinese government has prioritized AI4S in its policy framework, with extensive support for its development across various sectors [4]. - Major tech companies like Apple and Google are collaborating to enhance their AI capabilities, indicating a robust market for AI innovations [4].

人工智能AIETF（515070）跟踪CS人工智能主题指数（930713），成分股选取为人工智能提供技术、 基础资源以及应用端个股，聚集人工智能产业链上中游，俗称"机器人"大脑"缔造者"，万物互联"地 基"。前十大权重股包括中际旭创、新易盛、寒武纪-U、中科曙光、科大讯飞、豪威集团、海康威视、 澜起科技、金山办公、紫光股份等国内科技龙头。 （文章来源：每日经济新闻） 消息方面，1月15日，机器人租赁平台"擎天租"宣布完成种子轮融资，上线仅三周，擎天租注册用户已 突破20万，日均订单稳定在200单以上。目前，平台已与美宜佳、海底捞、豫园股份等连锁品牌达成合 作，将机器人应用于门店引流及品牌活动。高瓴创投表示，该模式将机器人从传统的设备销售转变为可 调用的服务形态。为支持供给侧轻资产运营，平台还统一了保险与培训标准。 东方证券指出，人形机器人产业的投资逻辑正从"硬件量产"向"大脑（AGI）构建"转变。其核心观点认 为，尽管中国企业在制造端已全球领先（如在CES展中占据主导地位），但简单机器人的量产对投资的 边际影响将减弱。未来，具备AGI属性的"大脑"能力将成为更高价值环节和关键投资主线。 1月16日，A股科技赛 ...

Group 1 - The core point of the article highlights the performance of the Sci-Tech ETF (588050), which opened with a gain of 0.85% at 1.548 yuan [1] - Major holdings in the Sci-Tech ETF include companies like SMIC, which rose by 2.46%, and other firms such as Haiguang Information, Cambrian, and Langqi Technology, which also saw positive gains [1] - The ETF's performance benchmark is the Shanghai Stock Exchange Sci-Tech Innovation Board 50 Index, managed by ICBC Credit Suisse Asset Management, with a return of 7.04% since its inception on September 28, 2020, and a recent one-month return of 13.25% [1]

Investment Rating - The report assigns an "Overweight" rating for the industry [4]. Core Insights - The transition from traditional SEO to GEO (Generative Engine Optimization) represents a paradigm shift in how brands are perceived and trusted in AI-driven search environments. GEO focuses on enhancing the credibility and citation frequency of brands in AI-generated answers, moving beyond mere visibility to being actively referenced by AI [2][8]. - The market potential for GEO is projected to reach a "billion-dollar level," driven by the replacement of existing SEO budgets and new allocations for AI search [2][21]. Summary by Sections 1. Definition and Essence of GEO - GEO is defined as an optimization strategy that ensures brands and content are actively mentioned in AI-generated answers, contrasting with traditional SEO which focuses on ranking [8]. - The emergence of GEO is attributed to the rise of AI search, which bypasses traditional click-through processes, leading to a significant drop in natural click rates [10][11]. 2. Technical Principles: Trust Engineering on the RAG Link - The RAG (Retrieval-Augmented Generation) architecture is central to GEO, shifting the focus from keyword matching to semantic understanding and trust-building [14][15]. - GEO aims to enhance content visibility, retrievability, and trustworthiness, rather than simply improving rankings [15]. 3. Market Space: SEO Replacement and New AI Search Demand - The global SEO service market is estimated at approximately $80 billion in 2024, with GEO expected to capture 10-20% of this budget, alongside new AI search allocations, leading to a potential market size exceeding $100 billion by 2030 [16][19]. - In China, the GEO market is projected to grow from 2.9 billion yuan in 2025 to 24 billion yuan by 2030, reflecting a CAGR of about 52.4% [21]. 4. Business Model: Transition from Labor-Intensive Services to Technology Platforms - The current GEO service model is primarily project-based, but it is expected to evolve towards a subscription-based SaaS model combined with performance-based pricing [22][25]. - The anticipated gross margin for GEO services is expected to rise significantly, aligning with the characteristics of the high-tech, high-concentration software industry [25]. 5. Investment Recommendations: Mapping the Content-Knowledge-Retrieval-Computing Chain - The report identifies key investment targets across the GEO value chain, including companies like Mifus, Minglue Technology, and iFlytek, which are positioned to benefit from the shift towards AI-driven marketing and content creation [27][30].

| 代码 | 简称 | 今日涨跌幅（%） | 今日换手率（%） | 主力资金流量（万元） | | --- | --- | --- | --- | --- | | 600410 | 华胜天成 | 10.00 | 3.27 | 59365.36 | | 002410 | 广联达 | 5.58 | 13.45 | 46718.12 | | 600271 | 航天信息 | -0.51 | 5.29 | 10222.13 | | 688631 | 莱斯信息 | 1.53 | 13.48 | 9937.29 | | 688111 | 金山办公 | -2.10 | 2.83 | 8703.31 | | 300479 | 神思电子 | 12.05 | 29.11 | 7091.08 | | 300448 | 浩云科技 | 3.52 | 11.66 | 7056.62 | | 002230 | 科大讯飞 | 1.20 | 6.85 | 6472.65 | | 600536 | 中国软件 | -0.22 | 3.74 | 6201.35 | | 300079 | 数码视讯 | 0.33 | 7.31 | 5762.21 | | ...

作为一直关注鸿蒙生态发展的科技媒体编辑，此时回看已经过去的2025年，常常感叹于鸿蒙生态发展之 迅速，以惊人的加速度完成了从"可用"到"好用"的跨越。官方数据显示，HarmonyOS 5&6终端设备数已 突破3600万。 而真正让用户感知这一跃迁的，是像鸿蒙版WPS这样高频迭代、深度共建的标杆应用。 这一年，它不是简单"适配"鸿蒙，而是4000万行代码重构办公体验：以AI为引擎、以分布式能力为骨 架，打通手机、平板、折叠屏、PC之间的协作壁垒，让文档真正"多端协同"。 今天，我们通过复盘它的升级之路，看这款"劳模"应用如何塑造了鸿蒙的多端智能办公体验。 5月：伴随华为MateBook Fold非凡大师发布，WPS推出行业首创的双屏演讲者模式——主屏放PPT，副 屏实时提词，演讲从此从容不迫。 更值得一提的是，WPS实现了AI功能的创新升级：用户对小艺说一句"生成一份科技感十足的产品发布 会PPT"，即可调用WPS AI自动生成大纲，WPS还会自动匹配模板、填充图文、精准排版，输出即专 业。 与此同时，WPS还完善了跨端协同能力，实现跨端调用手机图片、跨端复制粘贴等操作的便捷化，达 成全端流畅运行的体验效果。 ...